Bespoke Investment Group Blog | Talkmarkets | Page 1
Financial Research, Money Management
Contributor's Links: Bespoke Investment Group

Bespoke Investment Group provides some of the most original content and intuitive thinking on the Street. Founded by Paul Hickey and Justin Walters, formerly of Birinyi Associates and creators of the acclaimed TickerSense blog, Bespoke offers multiple products that allow anyone, from ... more

All Contributions

Latest Posts
1 to 16 of 962 Posts
1 2 3 ... 61
Sector Charts – Energy
Oil has surged all year as one of the best-performing asset classes, and the S&P 500 Energy sector has benefited from oil’s move with a year-to-date gain of nearly 18%.
Individual Investors Remaining Neutral
Last week, bullish sentiment as indicated by the of individual investors came in at 40.29%. Declines this week seemed to have weighed on bulls as the percentage of investors reporting as bullish fell to 37.56%.
Initial Jobless Claims Keeps Killing It
Just when you thought last week’s Initial Jobless Claims couldn’t get much better, this week’s release smashed estimates once again.
A Flood Of Data
Futures have turned a little higher this morning ahead of what is an absolute flood of economic data. Retail Sales, the Philly Fed, and Jobless Claims were just released, and the results were mostly better than expected.
Mortgage Applications Hit Nine-Year High
This morning the Mortgage Bankers’ Association (MBA) reported mortgage application volumes for the week ending April 12th this morning.
Strong Real Incomes, Declining Minimum Wage Coverage
Yesterday the BLS released its quarterly estimate of median weekly income for Q1.
Gold Breaks
After a strong start to the year, gold has been having a tough time since mid-April, and after breaking support at around the $121 level today, the SPDR Gold Shares ETF has done more than a roundtrip since the start of the year.
Sector Charts – Consumer Discretionary
The Consumer Discretionary sector has been on a tear this year with the second best YTD gains (19.75%) behind only the Tech sector.
Earnings Coming In Strong
Of the ten companies that have reported earnings this morning, nine have exceeded EPS forecasts and one reported results that were inline with expectations. No misses!
Weak Manufacturing Data In The New York Region
Although the week kicked off with a better than expected Empire Manufacturing report for the month of April, the report itself wasn’t particularly positive.
Dogs Of The Dow 2019
The 10 Dogs of the Dow stocks are up 13.56% on a total return basis so far this year. The 20 non-Dogs are up 13.39%, so the performance difference between the two groups is just 17 basis points.
This Week’s Economic Indicators - Monday, April 15
Empire Manufacturing came in above estimates at 10.1 earlier this morning. More manufacturing data will be released tomorrow with Industrial and Manufacturing Production for March. Homebuilder sentiment for April will also be out Tuesday.
Tech Sizzles
For the Technolgy sector, performance has been on fire this year. All six of the sector’s industries are outperforming the S&P 500 YTD with gains of over 20%.
Good First Impression
The week is looking to close off on a strong note as US equity futures have been surging in the pre-market with S&P 500 futures indicated to open up by 0.70%.
Horrible Fund Flows Despite Stable Markets
Yesterday the Investment Company Institute (ICI) reported its weekly tracker for flows into and out of mutual funds.
Netflix Buffers Ahead Of Disney Streaming Event
After surging off the December lows, Netflix has done its best impression of a show buffering with a slow internet connection – the stock has gone nowhere.
1 to 16 of 962 Posts
1 2 3 ... 61